Ebooks from InDesign: Twenty Things to Consider
Making better ebooks from InDesign is a consistent theme here at EPUB Secrets. This is a guest post from Felipe Santos, a noted Adobe educator from Brazil, with many excellent tips and tricks for you to bring to your workflow.
Here are the 20 InDesign features you can not ignore when producing ebooks.
- EPUB version
- Reading order
- Document breaks
- Publish Online
- Soft paragraph break
- Appearance of images
- Inline and Anchored
- Responsive Images
- Style Sheets — CSS
- Additional formatting
- Testing, testing and testing
- GREP (Regular Expression)
I will explain all of these below. And I’ve saved the best for last, so don’t miss #20!
1 / EPUB Version
If you use any version of InDesign from Creative Cloud, you have no technical reasons to continue exporting as EPUB 2.
In fact, here’s a little motivation to switch over: the EPUB3 format is much better structured. In simpler projects we have already been able to validate the EPUB directly from the InDesign export.
And do not worry because EPUB 3 is compatible with older readers and ereaders which only support EPUB 2.
2 / Cover
Add an external image or convert the first page to become the ebook cover. A cover.xhtml file will be created, as well as any statement required for ereaders to identify both the marketing image and the .xhtml file as the cover.
Part of the content.opf with the tag in Spine and the Guide tab (EPUB 2 semantics)
The cover.xhtml file is also tagged with EPUB 3 semantics: epub:type=”cover”
3 / Contents
If there is a unanimous appeal in any kind of publication, digital or printed, I venture to say that it a richly navigable table of contents. And in digital books we can set up to two variations of this feature.
The ereader navigation (external) and the publication’s inline TOC (internal) is a critical piece of the EPUB puzzle, especially for distribution by Amazon, which requires the presence of both types.
Either version of the contents can be produced simultaneously using TOC styles. Access the layout menu> summary and choose the paragraph styles that will be part of the summary.
Of course, do not forget to save a TOC style and apply the same in the export panel, in the General > Navigation Summary tab.
4 / Reading Order
An InDesign file that has all the objects and images applied as anchors or inline (see below for more on inline or anchored images) will preserve that reading order in the EPUB export, meaning that the developer will never have to worry about content being out of order.
Although InDesign allows XML-based exporting via the Articles panel, my production experience has always been based on page layout. And it’s working fine …
5 / Document Breaks
Even though the entire book may be in a single text box in InDesign, reading does not have to follow in the same way. That is, applying breaks to content, usually in chapter-sized chunks, is essential to ensuring a good reading experience.
And InDesign has evolved well in this task. We can now apply breakpoints based on any paragraph style with a simple click.
6 / Publish Online
A recent feature added in InDesign CC, Publish Online allows a very interesting combination with the Fixed Layout EPUB (FXL).
Publish Online supports all InDesign interactive features, as is the case for FXL ebooks.
Supported interactive features include:
- Image gallery
- Multimedia (video and audio)
Imagine being able to distribute an online and offline publication from the same InDesign file. Now you can stop imagining and start producing, because the combination EPUB FXL (offline) and Publish Online (online) allows this kind of dual publication.
7 / Soft Paragraph Break
Soft line returns – shift + enter – are used frequently, and it can be preserved or removed directly from the export panel.
I particularly prefer to remove them, but do be cautious of maintaining space between words.
8 / Footnotes
This classic book design feature is present in EPUB export since the CS4 version of InDesign.
In the digital format, footnotes function as endnotes, all of which are applied at the end of each chapter (or HTML file).
The footnote configuration panel can and should be explored as it provides excellent support of exporting features to EPUB. By default, footnotes are automatically provided with roundtrip navigation links.
9 / Lists
In the Creative Cloud version of InDesign, this feature has been completely redesigned to meet W3C standards.
Exporting lists as ordered (numbers) and unordered (bullets) will get you a clean structure compatible with all readers.
This is how these lists look in Adobe Digital Editions
10 / Appearance of Images
The Object tab of the Export panel presents two options for exporting images:
- Preserve appearance
- Use existing image
The first ensures that the appearance of the image box, i.e., border, rounded corners, shadow, etc, will be preserved in the export. This feature is unique to image boxes and will not work with text boxes that are part of a thread.
The second is useful when you want to export the original image without the interference of box formatting in InDesign.
11 / Inline and Anchored Images
Before we move on to the next item in the object tab, it is worth explaining the differences between inline and anchored.
There are two ways to insert images and text boxes into your ebooks.
- Inline – objects inserted in this way will always be rasterized, that is, transformed into an image.
- Above the line and anchored – in this mode the texts are preserved in the export to EPUB.
Now that you know how each anchored item works, I think it’s easier to choose. Let’s move on!
My recommendation is to apply all images inline. Copy the images with the black arrow tool and with the text tool create a new paragraph to paste the image.
But what if you have images with caption in the project?
For photo and caption layout situations, a good approach is undoubtedly to group them so that it is easier to ensure that they stay together in the ebook’s reading stream.
But I do not want to turn my captions into an image, and I believe (and hopefully) that you do not either. Anyway, what is the solution?
The way to avoid this is to change the Anchored Object Options panel from inline to Above Line.
Every layout will be preserved. If you prefer to apply an object style to fit the set photo and caption. And remember, productivity with technical and visual quality is our goal.
Use the objects (text box) anchored (custom) inside the main text box. It is a good idea to put each object in its own paragraph.
Drag the blue icon from the text frame to the paragraph in which you want to display the object.
Through the object styles we can export fill and outline properties, and in addition to the EPUB and HTML tab you can control the size and position of sidebars.
12/ Responsive Images
A good ebook development best practice is to set every object in an ebook as responsive, so it adjusts to different screen widths.
Imagine having to control each of the publication’s images separately. No, thank you!
Solve this situation by always keeping the CSS Size option Relative to Text Flow. Thus, each image will receive a percentage value depending on the area occupied on the page.
13 / BOXES
Some examples of sidebars produced directly from InDesign, with responsive width and preserving the appearance of the layout (fill and outline). All settings are controlled by the Object style.
Centered and responsive text box.
Box with text to contour and responsive. Manipulating these settings via Object Styles also works also with Images.
And with a bit of CSS we can make a very interesting sidebar, balloon style as shown above.
14 / Optimization
The conversion settings allow you to correct one or two images that we forgot to optimize the resolution to 150 dpi. I do not recommend letting the panel perform this reduction on all images.
Distributing well-optimized ebooks relative to the final weight of the file is undoubtedly a good UX practice.
For projects with large amount of images I suggest the use of specialized websites in the optimization of JPG and PNG files.
15 / Style Sheets — CSS
This tab works to apply and correct paragraph, character, table, and object styles. After exporting to EPUB every style of InDesign will be marked as a CSS class.
Options on this tab include:
- Margin application around the contents of the ebook.
- Preserve local overrides. Please don’t check this!
- Include fonts.
16 / Additional Formatting
Through the Additional CSS field there are great possibilities to complement the EPUB’s appearance.
Using this feature requires, at a minimum, planning to align the style tags you’ve made in InDesign with a previously produced CSS file.
17 / Interactivity
One of the promises of EPUB 3 came up against the constant limitation of the reading systems.
A version with interactivity can be published mainly for Apple devices and a separate version for other bookstores, like Amazon.
18 / Metadata
From InDesign CC we can export ebooks containing the main metadata fields already filled in, helping developers avoid post-export issues and validation errors.
Mandatory metadata includes:
19 / Testing, testing, testing
The export panel ends with the Viewing Apps tab, but depending on the type of project and your quality requirement, the job may only be halfway done.
Keep in mind that to achieve a technical and visual quality it is mandatory to perform tests on different platforms and devices. After all you never know which device or reading system the user / reader will read your content in.
I usually approach this testing stage objectively and suggest that you do the same. We can divide the reading options of ebooks by two characteristics
- Format — devices with different widths
- Rendering engine — responsible for displaying the ebook on the device screen.
(1) ADE – Adobe Digital Editions is available on all platforms (Windows – Mac – Android) and although presenting instabilities and conflicts between their versions remains a good parameter for testing. A general ebook developer truism: if the feature works in ADE, it will likely be supported by most readers.
The Android platform offers a vast choice of readers. In general it makes sense to test where your readers are; that is on the platforms on which you want to distribute ebooks. For example, Kobo, Play Books (Google), and so on.
20 / GREP (Regular Expression)
We can make deep changes in the document through the GREP commands.
In this option, markers are used instead of texts to locate parts of the document that follow a certain pattern.
Regular expressions are present in various Adobe software — InDesign, Dreamweaver, Bridge and even Photoshop allows you to use this feature.
If you have never used GREP, go to Edit > Find / Change and apply two commands already present in InDesign
- Multiple spaces in single space
- Multiple returns in single return
These commands should preferably be applied at the beginning of the diagram, removing excess spaces and empty paragraphs. With this procedure we improve the text structure for both digital and print media projects.
You can also use GREP/RegEx searches in many text editors, like Sigil and oXygen. Also compatible with GREP markups, this is the ideal feature for removing redundancies applied in the code of ebooks exported by InDesign.
Muchas gracias Felipe. Molto obligado.
Nice and thorough. Some of these points, taken individually, would make a great stand-alone post.
For #13, the sidebars on the left (“box with text to contour” I think means “text frame with text wrap applied”) … to make that happen, you need to select the sidebar frame and choose Custom Layout: Float Left from Object > Object Export Options dialog box. This dialog box has many other useful features for EPUB … perhaps in a Part 2?)
I’m glad to hear that it was useful to you
Yes, much better sentence.
The Object Export Options is a great feature since the last released from InDesign.
I will think about part 2
I’m really impressed you can write such an excellent post in a second language! (how do you say “text wrap” in Spanish … or is it Portuguese)
It is said ¨Contornear texto Anne Marie¨
Yes, the original post is in Portuguese.
Text wrap its said “Texto em Contorno”.
See the link of post in mu blog – http://dualpixel.com.br/labs/20-recursos-indesign-para-ebooks
Excellent tips! I could not find many decent articles about EPUB works in InDesign.
I have followed most of the points! However, my book shows blank on iBooks or any iOS device. It opens, but pages and book cover are blank. Works perfectly on any other reader. Any idea why?
Thanks again for great tips!
Really, its a strange.
Try export in ePUB 3 and validate it in http://validator.idpf.org/.
Please, if doesnt work yet, let thu link here, then I can see it better
I have exported as sPUB 3 and validated it with no errors.
I am losing my mind :)! Here is a sample of my book: https://www.dropbox.com/s/56xh7zfq8tdzeym/Book%20Sample.epub?dl=0
Thank you for your time,
Your ebook works fine for me in iOS e MAC OS.
Ohh that is great! Thanks for having a look!
Looks like something wrong with my device then!
Thank you for your time,
First bit of excellent advance I have found on the web. No much information regarding epub3.
Has it fallen by the wayside!
Hello, any advice for someone whose indesign crashes everytime I export to epub (reflowable)? I’m at a loss…
First, you can try to know if the problem is with file or with InDesign. Try export a new document to ePUB, if crash the InDesign, the problem probably is it indd. Then, try update it; reset the preferences or reinstall the indd
If the problem is with file, save it as idml and open it again. Try export the file.
Hope to help with some ways to solve
Excellent article! One setting in “Object Export Options > EPUB and HTML tab” that I can’t find any clear information on is what the setting descriptions are for “epub: type” with a drop down menu of 6 categories, each having a drill down menu of settings. I’m using ID CC 13.1 on Mac. The default setting for the “epub: type” is blank. Many of the options are fairly easy to understand… ex. frontmatter, footnotes, etc. I can’t find any discussion online on how to use these settings for EPUB. In particular, for images that are within the main body test. Should there be something in this field? Thanks!
*text, not test
I get validated perfectly on the validator site but on Flight Check, I get Best Practices warnings:
“This EPUB does not define the beginning of its main content. Some reading systems use this setting when a reader opens your book for the first time or wants to navigate to the beginning of the book.”
“Your landmarks nav does not set all of the recommended document locations (which are cover, toc, and bodymatter).
The first body copy box is assigned body matter in Object Export Options. So weird.
It must be part of a thread. If that frame is threaded to a frame on any preceding page the body matter tag won’t hold. Search for an article on this site called “Trojan epub:type” for a solution.
Grandioso artículo, resumiste mucho de lo que he aprendido haciendo pruebas, por el momento estoy trabajando desde Indesign y luego corrijo algunos detalles con Calibre y me ha funcionado muy bien, pero espero aprender lo suficiente de programación para hacerlo de cero. Muito obrigado!! saudaçoes do Mexico
Here a link about ePUB type structure. This is important to apply semantic to some parts the book, as you said frontmatter, footnotes. Always applied with object style or object export options
For image I suggest apply the tag and for captions
Read more about eBook/ePUB and InDesign from our blog – http://labs.dualpixel.com.br/category/ebooks
Hi, is there a way of having a button in ePub format to perform ‘go to previous view’, so like a ‘Back’ button. In InDesign its PDF only and there’s no option to do this anywhere for ePubs, very frustrating.
You wrote, “If you use any version of InDesign from Creative Cloud, you have no technical reasons to continue exporting as EPUB 2. … And do not worry because EPUB 3 is compatible with older readers and ereaders which only support EPUB 2.”
This is patently not true of BlueFire Reader on iOS, where a <60 page EPUB3 file comes in as an unreadable 485 pages, with crazy zoomed-in text. Although discontinued in 2019, my client still uses this app, so I have to produce EPUB2 format.